Stuart Lipo

Director (Client Relations)

Stuart joined TConsult in 2015 and has risen to the role of senior consultant, taking the lead on complex cases for clients with Qualified Intermediary, FATCA and CRS compliance issues. Stuart co-authored G.A.T.C.A – A Practical Guide to Global Anti-Tax Evasion Frameworks and delivers regular interactive training sessions both internally and externally.

Prior to joining TConsult, Stuart worked in a variety of roles within the financial industry, including team leader, paraplanner, administration, client relations for independent financial advisor companies.

Connect with Stuart Lipo on LinkedIn

Education and Accreditation

  • CF2

    Chartered Insurance Institute

Specialist Expertise

  • Qualified Intermediary (QI)
  • FATCA
  • Section 871(m)
  • Common Reporting Standard (CRS)
  • Automatic Exchange of Information (AEoI)

How we can help

Whether you’re preparing to apply for QI status, preparing your annual tax information reporting or planning a periodic review, our consultants provide the clarity and practical support you need.

We work collaboratively with your team to deliver efficient compliance solutions so you can you meet your obligations with confidence.

Contact us to discuss how our expert support can help you achieve your compliance goals.

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